Estate & Wealth Planning Counsel

BPI (Bank of the Philippine Islands); Makati; On-site; PHP 1,200,000 - 2,400,000; Full time

Job summary

Bank of the Philippine Islands in Makati seeks a qualified wealth planning specialist to support estate planning, trusts, and related administrative services. You will discuss client needs, draft plans, and coordinate with internal teams to implement structures.

Role requires strong legal writing, research, and client communication skills, with the ability to manage multiple estates and priorities in a fast-paced banking environment.

Qualifications

• Laws, regulations, and industry practices for trust products and estate planning.
• Ability to independently manage legal research, drafting, and client matters with sound judgment.
• Excellent organizational and time management in fast-paced environments.
• Strong written and verbal communication with attention to detail.

Responsibilities

• Meet clients to discuss estate planning, trust structures, and related services.
• Prepare wealth plans, proposals, computations, and reports for implementation.
• Coordinate with internal teams to implement plans and maintain client records.
• Provide legal advisory services and draft agreements and family constitutions.
• Support sales and respond to client queries and issues related to estate planning.

Skills

Legal research

Legal drafting

Client relationship management

Interpersonal communication

Time management

Education

Law degree

Job description

Bank of the Philippine Islands in Makati seeks a qualified wealth planning specialist to support estate planning, trusts, and related administrative services. You will discuss client needs, draft plans, and coordinate with internal teams to implement structures.

Role requires strong legal writing, research, and client communication skills, with the ability to manage multiple estates and priorities in a fast-paced banking environment.